At a Glance
- Tasks: Conduct in-depth research and analysis on the Consumer Discretionary sector.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management with diverse expertise.
- Benefits: Enjoy flexible working options and a supportive, inclusive workplace culture.
- Why this job: Make an impact through strategic insights while collaborating with talented professionals.
- Qualifications: Proven experience in consumer discretionary research and strong analytical skills required.
- Other info: Opportunities for European travel and direct interaction with industry leaders.
The predicted salary is between 43200 - 72000 £ per year.
Our EMEA Equities Research Team is looking to recruit a new Equities Research Analyst to focus on the Consumer Discretionary sector dedicated to European (including UK) research, working with both the UK Equities and European Equities Portfolio Management desks to improve our coverage of the European markets.
How you'll spend your time...
- To integrate relative value analysis and in-depth industry research into practical recommendations.
- Through primary research on broader industry trends and specific companies via expert calls, earnings calls, company visits, industry meetings, and sell-side events, the analyst will generate ideas that aid portfolio performance.
- Use effective communication to appropriately influence and share ideas with colleagues.
- Perform financial modelling of security, company and industry information and assumptions.
- Incorporate macroeconomic analysis into research recommendations.
- Interact with management from firms within the sector, attending company meetings and conferences as needed.
- Play a part in team strategy discussions, including daily market meetings.
- Assist portfolio management teams in portfolio construction and risk management.
- European travel with Portfolio Managers/Analysts/CPM’s, as required to conduct marketing and to meet clients/institutions.
To be successful in this role you will have...
- Considerable and proven Consumer discretionary experience in research for an Asset Management firm.
- Sophisticated communication and relationship skills to appropriately influence and share ideas with Portfolio Managers and Analyst colleagues and to work well with company management teams, as the need arises.
- Quantitative and qualitative analytical skills to perform company, industry and economic analysis, including proficiency with software tools such as Excel and database management.
- Ability to build detailed earnings models and written reports to support stock rankings.
- Diverse knowledge and experience of valuation methodologies.
- Significant proficiency in financial modelling.
It would be great if you also had...
- CFA, ACA or MBA.
- Previous experience as a buy-side equity analyst.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Contact Detail:
Ameriprise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Research Analyst - Consumer Discretionary
✨Tip Number 1
Familiarise yourself with the latest trends in the Consumer Discretionary sector. Read industry reports, follow relevant news outlets, and engage with thought leaders on platforms like LinkedIn to stay updated. This knowledge will help you speak confidently about current market dynamics during interviews.
✨Tip Number 2
Network with professionals already working in equity research or asset management. Attend industry conferences, webinars, or local meetups to connect with potential colleagues. Building these relationships can provide valuable insights and may even lead to referrals for the position.
✨Tip Number 3
Enhance your financial modelling skills by practising with real-world data. Use tools like Excel to create detailed earnings models and reports. Being able to demonstrate your proficiency in financial analysis will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous research experiences and how they relate to the Consumer Discretionary sector. Be ready to share specific examples of how your analysis has influenced investment decisions. This will showcase your ability to integrate research into practical recommendations.
We think you need these skills to ace Equity Research Analyst - Consumer Discretionary
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in consumer discretionary research and asset management. Use specific examples of your previous work that demonstrate your analytical skills and financial modelling expertise.
Craft a Compelling Cover Letter: In your cover letter, express your passion for equity research and the consumer discretionary sector. Mention how your background aligns with the role's requirements and how you can contribute to Columbia Threadneedle Investments' success.
Showcase Relevant Skills: Emphasise your quantitative and qualitative analytical skills, as well as your proficiency with software tools like Excel. Provide examples of how you've used these skills in past roles to influence investment decisions.
Prepare for Interviews: If selected for an interview, be ready to discuss your research methodologies and how you approach financial modelling. Prepare to share insights on current trends in the consumer discretionary sector and how they might impact investment strategies.
How to prepare for a job interview at Ameriprise
✨Showcase Your Industry Knowledge
Make sure to demonstrate your understanding of the Consumer Discretionary sector during the interview. Be prepared to discuss recent trends, key players, and how macroeconomic factors influence this industry. This will show that you are not only knowledgeable but also genuinely interested in the field.
✨Prepare for Financial Modelling Questions
Since financial modelling is a crucial part of the role, brush up on your skills and be ready to discuss your experience with building earnings models. You might even be asked to solve a case study or provide insights based on hypothetical data, so practice makes perfect!
✨Demonstrate Strong Communication Skills
As the role requires effective communication with colleagues and company management, be prepared to showcase your ability to articulate ideas clearly. Consider sharing examples from your past experiences where your communication skills led to successful outcomes.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the team dynamics, portfolio management strategies, or the company's approach to market changes. This not only shows your interest but also helps you gauge if the company aligns with your career goals.